Hybrid Gift Planning & Donor Relations Coordinator

The Jewish Education Project; San Marino (CA); Hybrid; USD 36,000 - 37,000; Full time

Benefits offered by this job

Hybrid remote work schedule

Paid time off

Free admission to museums and cultural

Staff discounts

Store/restaurant discounts

403(b) retirement plan

Generous benefits and perks

Job summary

The Huntington seeks a Gift Planning Coordinator to provide administrative and logistical support for the Gift Planning Office within the Advancement Department. The role emphasizes attention to detail, discretion, and strong relationship skills while supporting the AVP and Director of Gift Planning.

Responsibilities include managing gift planning projects, donor information, proposals, and marketing efforts, with interaction across donors, advisors, and leadership.

Qualifications

• Bachelor’s degree or equivalent experience is required.
• Administrative support experience, preferably in a nonprofit or fundraising setting.
• Strong organizational and project management skills with proven deadlines.
• Excellent written and interpersonal communication skills.
• Proficiency in Microsoft Office and donor management databases (Raiser’s Edge preferred).
• Ability to work collaboratively and manage multiple tasks simultaneously.
• Detail-oriented with strong analytical and problem-solving skills.
• Valid CA driver's license.

Responsibilities

• Provides day-to-day administrative support for a comprehensive gift planning program.
• Coordinates and tracks planned giving projects and initiatives, ensuring timely completion.
• Tracks realized bequests and drafts acknowledgment letters.
• Prepares internal gift memos and maintains confidential records.
• Works with Finance and Advancement Services to ensure accurate recording of bequests and gifts.
• Assists in developing new processes to improve efficiency.
• Manages donor information and research in Raiser's Edge.
• Supports in preparing gift proposals and gift agreements.
• Responds to gift planning inquiries and routes questions as needed.
• Schedules meetings with donors and professional advisors.
• Drafts briefing materials for meetings and events.
• Supports stewardship activities for Huntington Heritage Society and related events.
• Contributes to marketing efforts including website, newsletters, and emails.
• Reviews wire transfers and donations, and prepares related documentation.
• Assists with budget management and expense reporting.

Skills

Organizational skills

Project management

Communication skills

Detail-oriented

Analytical thinking

Team collaboration

Time management

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office Suite

Raiser’s Edge

Job description

The Huntington seeks a Gift Planning Coordinator to provide administrative and logistical support for the Gift Planning Office within the Advancement Department. The role emphasizes attention to detail, discretion, and strong relationship skills while supporting the AVP and Director of Gift Planning.

Responsibilities include managing gift planning projects, donor information, proposals, and marketing efforts, with interaction across donors, advisors, and leadership.